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Sponsor portfolio

TACK AUTOMOTIVE GROUP

EIN 56-2148539-Latest filing 2025
Plans
3
Retirement
1
$9.1M assets
Welfare
2
$173K premiums
Participants
628
435 US HWY 70 SE - HICKORY, NC 28602828-358-3913
Plans on this EIN
3 filings
#001401k-$9.1M - 247 part#502Fully Insured-$173K - 311 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $173K premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$173K
  • Vision$173K
  • Life$173K
  • Other$173K
Total $173K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $173K1 slice

Broker market share

Schedule A broker compensation

Split broker
70%top
  • ZACH BROCK70%
  • JAMES R NELLIGAN & ASSOCIATES LLC25%
  • ASSUREDPARTNERS5%
Total $29K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TACK AUTOMOTIVE DBA MIKE JOHNSON'S HICKORY TOYOTA 401(K) PLAN

401k

Assets$9.1M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TACK AUTOMOTIVE ANCILLARY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$173K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TACK AUTO MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TACK AUTOMOTIVE DBA MIKE JOHNSON'S HICKORY TOYOTA 401(K) PLAN401k$9.1M2472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TACK AUTOMOTIVE ANCILLARY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$173K3112025
501TACK AUTO MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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